Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
The First Republic Crisis Is Over
02:55 • 4min
The Bearish Side of the Market
07:13 • 2min
The Rise of Long Term Tech Stocks
09:30 • 2min
The Case for Long-Short Public Funds
11:55 • 5min
Mark Zuckerberg Breaks Meta's Workforce
16:41 • 3min
Alphabet: The CEO of Google
19:15 • 6min
AI: A Paradigm Shift?
24:51 • 2min
AI Bubble: What's Next?
26:36 • 5min
The Rise of Uber
31:56 • 3min
The Rise of Uber and the Importance of Market Leadership
34:38 • 5min
Joe's Latest Moves in His Rebalance
39:25 • 1min
Pioneer: A Crown Jewel in the Potential to Be a Target in M&A
40:41 • 2min
Free Port Macrame: A Straight Seller
42:42 • 2min
The Importance of Patience in Portfolio Management
44:31 • 2min
The Future of Meta
46:14 • 2min
The Dow Is Up About One Hundred and the Nasdaq Is Getting Closer to Forty-Two Hundred
47:54 • 3min